LPL Financial’s iShares Mortgage Real Estate ETF REM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.69M Buy
219,571
+21,468
+11% +$459K ﹤0.01% 2349
2025
Q1
$4.45M Buy
198,103
+9,496
+5% +$213K ﹤0.01% 2243
2024
Q4
$4.03M Sell
188,607
-3,290
-2% -$70.2K ﹤0.01% 2241
2024
Q3
$4.55M Sell
191,897
-6,451
-3% -$153K ﹤0.01% 2067
2024
Q2
$4.4M Sell
198,348
-23,888
-11% -$529K ﹤0.01% 1962
2024
Q1
$5.16M Sell
222,236
-248,245
-53% -$5.77M ﹤0.01% 1746
2023
Q4
$11.1M Sell
470,481
-119,115
-20% -$2.81M 0.01% 1181
2023
Q3
$13.2M Buy
589,596
+22,569
+4% +$504K 0.01% 1004
2023
Q2
$13.4M Buy
567,027
+16,784
+3% +$396K 0.01% 974
2023
Q1
$12M Sell
550,243
-12,419
-2% -$271K 0.01% 993
2022
Q4
$12.8M Buy
562,662
+147,136
+35% +$3.34M 0.01% 887
2022
Q3
$8.7M Buy
415,526
+124,991
+43% +$2.62M 0.01% 1031
2022
Q2
$7.77M Buy
290,535
+32,433
+13% +$867K 0.01% 1104
2022
Q1
$8.43M Sell
258,102
-21,945
-8% -$717K 0.01% 1093
2021
Q4
$9.66M Sell
280,047
-12,528
-4% -$432K 0.01% 1036
2021
Q3
$10.6M Sell
292,575
-12,059
-4% -$436K 0.01% 929
2021
Q2
$11.3M Sell
304,634
-52,579
-15% -$1.95M 0.01% 838
2021
Q1
$12.6M Buy
357,213
+62,752
+21% +$2.21M 0.01% 722
2020
Q4
$9.38M Buy
294,461
+475
+0.2% +$15.1K 0.01% 775
2020
Q3
$7.57M Sell
293,986
-5,942
-2% -$153K 0.01% 751
2020
Q2
$7.46M Buy
299,928
+20,094
+7% +$500K 0.01% 695
2020
Q1
$5.23M Sell
279,834
-126,800
-31% -$2.37M 0.01% 732
2019
Q4
$18.1M Buy
406,634
+155,636
+62% +$6.93M 0.03% 387
2019
Q3
$10.6M Buy
250,998
+20,227
+9% +$852K 0.02% 513
2019
Q2
$9.73M Buy
230,771
+419
+0.2% +$17.7K 0.02% 518
2019
Q1
$9.98M Buy
230,352
+32,707
+17% +$1.42M 0.02% 498
2018
Q4
$7.89M Sell
197,645
-7,869
-4% -$314K 0.02% 533
2018
Q3
$8.95M Sell
205,514
-7,867
-4% -$343K 0.02% 525
2018
Q2
$9.27M Sell
213,381
-507
-0.2% -$22K 0.02% 483
2018
Q1
$9.09M Sell
213,888
-77,995
-27% -$3.31M 0.03% 481
2017
Q4
$13.2M Sell
291,883
-16,979
-5% -$767K 0.04% 348
2017
Q3
$14.5M Sell
308,862
-41,563
-12% -$1.95M 0.05% 289
2017
Q2
$16.3M Sell
350,425
-37,702
-10% -$1.75M 0.06% 251
2017
Q1
$17.6M Buy
388,127
+77
+0% +$3.5K 0.12% 141
2016
Q4
$16.6M Buy
388,050
+29,052
+8% +$1.24M 0.13% 133
2016
Q3
$14.6M Buy
358,998
+117,035
+48% +$4.75M 0.14% 131
2016
Q2
$9.91M Sell
241,963
-5,612
-2% -$230K 0.08% 190
2016
Q1
$9.47M Buy
247,575
+2,878
+1% +$110K 0.03% 460
2015
Q4
$9.53M Buy
244,697
+76,555
+46% +$2.98M 0.03% 464
2015
Q3
$6.9M Sell
168,142
-14,660
-8% -$602K 0.04% 369
2015
Q2
$7.88M Sell
182,802
-20,814
-10% -$897K 0.04% 371
2015
Q1
$9.55M Sell
203,616
-96,866
-32% -$4.55M 0.05% 314
2014
Q4
$14.1M Sell
300,482
-69,522
-19% -$3.26M 0.08% 231
2014
Q3
$17.6M Sell
370,004
-13,056
-3% -$620K 0.1% 187
2014
Q2
$19.4M Buy
383,060
+23,913
+7% +$1.21M 0.11% 172
2014
Q1
$17.6M Buy
359,147
+113,559
+46% +$5.57M 0.11% 178
2013
Q4
$11.3M Buy
245,588
+9,900
+4% +$456K 0.07% 239
2013
Q3
$11.2M Buy
235,688
+118,923
+102% +$5.67M 0.07% 238
2013
Q2
$5.91M Buy
+116,765
New +$5.91M 0.04% 327